2mo ago

Adjust Forecast Settings and Monthly Contribution Allocation

I like how I can choose different risk settings in the chart but I'd also like to adjust these manually. In addition, I'd like to know how/where my monthly contributions are being used. I could put some into a savings account, some into stocks, etc. So maybe an option where I can allocate my monthly contributions to the correct account would be great

1 reply
2mo ago

Hey John - thanks for raising this. We're planning to build out the forecast chart to include allocation of savings into different pots, as well as custom life events so that you can forecast for retirement, the birth of a child, a new home etc. Would love to hear your thoughts on the designs if you have time for a 15 min call